Global Retirement Partners’s iShares Russell 2500 ETF SMMD Stock Holding History

Global Retirement Partners’s Portfolio SMMD Stock Details SMMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$68.4K	Buy	+746	New	+$64.1K	﹤0.01%	2314
2025 Q4	$28.6K	Buy	382 +309	+423%	+$23K	﹤0.01%	2698
2025 Q3	$5.38K	Hold	73	–	–	﹤0.01%	2951
2025 Q2	$4.93K	Buy	+73	New	+$4.63K	﹤0.01%	2915
2024 Q4	$4.92K	Buy	+72	New	+$5.03K	﹤0.01%	2690
2023 Q4	–	Sell	-174	Closed	-$9.22K	–	3469
2023 Q3	$9.22K	Hold	174	–	–	﹤0.01%	1984
2023 Q2	$9.98K	Hold	174	–	–	﹤0.01%	1964
2023 Q1	$9.23K	Sell	174 -337	-66%	-$18.9K	﹤0.01%	1952
2022 Q4	$27.2K	Buy	511 +2	+0.4%	+$107	﹤0.01%	1350
2022 Q3	$28K	Buy	+509	New	+$28.1K	﹤0.01%	1248

Other funds holding SMMD

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.53B AUM 28.94% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Global Retirement Partners's SMMD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares Russell 2500 ETF (SMMD) in Q2 2026: 746 shares worth $68.4K. The stake represents ﹤0.01% of the portfolio and ranks #2314 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SMMD as recently as Q4 2025.

Global Retirement Partners first reported a position in SMMD in Q3 2022 and has held it in 10 quarters since. 260 funds tracked by Wall St. Rank hold SMMD as of Q2 2026.

Global Retirement Partners held 746 shares of iShares Russell 2500 ETF worth $68.4K as of Q2 2026.
iShares Russell 2500 ETF was a new Global Retirement Partners position in Q2 2026.
iShares Russell 2500 ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2314 holding.
Global Retirement Partners first reported a position in iShares Russell 2500 ETF in Q3 2022 and has held it in 10 quarters since.
260 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.